0001606944-22-000002.txt : 20220113
0001606944-22-000002.hdr.sgml : 20220113
20220113135623
ACCESSION NUMBER: 0001606944-22-000002
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
GOLD,AARON,SPEER FINANCIAL, INC.,
FILED AS OF DATE: 20220113
DATE AS OF CHANGE: 20220113
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Speer Financial, Inc.
CENTRAL INDEX KEY: 0001606944
IRS NUMBER: 362515109
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-00539
FILM NUMBER: 22528661
BUSINESS ADDRESS:
STREET 1: 230 W. MONROE STREET
STREET 2: SUITE 2630
CITY: CHICAGO
STATE: IL
ZIP: 60606
BUSINESS PHONE: 312-346-3700
MAIL ADDRESS:
STREET 1: 230 W. MONROE STREET
STREET 2: SUITE 2630
CITY: CHICAGO
STATE: IL
ZIP: 60606
MA-I/A
1
primary_doc.xml
MA-I/A
0001606944
XXXXXXXX
Daniel Forbes
3127802281
dforbes@speerfinancial.com
amiceli@speerfinancial.com
vdavenport@speerfinancial.com
N
N
Aaron
Speer Financial, Inc.
Gold
N
1
0001606944
Speer Financial, Inc.
07-09-2018
N
867-00043
LOCATED
SUPERVISED
07-09-2018
230 West Monroe Street
SUITE 2630
CHICAGO
IL
60606
07-2018
Speer Financial, Inc.
Chicago
IL
60602
Y
N
Assistant Vice President
11-2015
06-2018
Batavia Park District
Batavia
IL
60510
N
N
Director of Finance
11-2009
11-2015
DuPage County
Wheaton
IL
60187
N
N
Financial Services Manager
06-2008
10-2009
Sikich, LLP
Naperville
IL
60563
N
N
Staff Auditor
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
01-13-2022
Daniel
Dean
Forbes
Daniel Forbes